Nixon Capital Q3 2024 Letter
A swell is a set of waves produced by wind that blows across the water’s surface typically a long distance away from shore. The size and length of the waves can be attributed to…
We invest in 15-20 businesses, seeking to own high-quality companies.
We capitalize on volatility and sentiment shifts to invest opportunistically.
We invest long-term and are focused on after-tax returns.
“For the investor who knows what he is doing, volatility creates opportunity.”